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Posted 16 June, 2026

State Head - Bangalore (Karnataka)- Private Wealth

Wealth Management firm
Bengaluru, KA, IN Full Time
Reference: a860ebcfe3cdb1ea

Job Description

Our Client, a leading Private Wealth Management firm is hiring for the role of State Head- Bangalore (Karnataka)- Private Wealth\n\nRole Overview\n\nPlaying Captain Role\nThe leader will manage an individual business target along with leading a team (Team is already hired)\nCompensation structure includes an Incentive Module.\n\nNon-Playing Captain Role\nThe leader will focus on driving overall team performance and business growth.\nCompensation structure includes a Bonus Module.\n\nKey Responsibilities\nBuild and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.\nAdvise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).\nDeliver customized wealth solutions aligned to clients financial goals and risk appetite.\nDrive AUM growth, net sales, and market share expansion.\nDevelop strategies for client acquisition, retention, and deeper wallet share.\nMentor and drive high-performing wealth management teams.\n\nWho Should Apply?\nProfessionals from Private Banking, Wealth Management, Investment Advisory, or Financial Services backgrounds.\nCandidates with strong understanding of investment products and market dynamics.\nIndividuals with excellent relationship management and business development capabilities.\nLeaders with experience managing HNI/UHNI client relationships and teams.

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